Platform · Leads · Quick Proposals
Quick Proposals.
Ask. Answer. Propose.
Build a custom questionnaire for every kind of project you do. Open the right questionnaire, answer a series of questions, and automatically generate a detailed proposal — with the scope, products and pricing behind each answer already in place.
Use it at your desk or present it with clients. Walk through the choices together so their answers shape the proposal as you go.
Pool project questionnaire
Fictional example · Gulfside Pool & Landscape · 3 questions
Modify Questionnaire
Group related questions into sections, with detailed products and services behind every answer.
Answer options
| Product / service name | Qty | Cost | Contingency | Client total |
|---|---|---|---|---|
| Administrative permit fees | $468.00 | $36.00 | ||
| Pool permit allowance | $439.00 | $34.00 | ||
| Notice of commencement | $50.00 | $4.00 | ||
| Residential pool engineering | $575.00 | $44.00 |
| Product / service name | Qty | Cost | Contingency | Client total |
|---|---|---|---|---|
| Tampa permitting & engineering allowance | $2,080.00 | $160.00 |
| Product / service name | Qty | Cost | Contingency | Client total |
|---|---|---|---|---|
| Sarasota permitting & engineering allowance | $1,690.00 | $130.00 |
Fictional questionnaires, products and prices. Changes stay in this browser example; nothing is saved to a customer account or sent.
Quick doesn't mean
light on detail.
Do the detailed setup once. Each questionnaire can bring together the products, services, quantities, costs and contingency that make a proposal complete — without rebuilding the same project from scratch.
Your projects. Your questions.
Create different questionnaires for new pools, remodels, landscaping and specialty projects. Organize questions into sections and define the choices that fit the work you actually do.
Detailed answers, detailed scope.
Connect answer options to catalog products and service groups. Include quantities, costs, contingency and customer pricing so one choice can add multiple detailed proposal items.
Build it with your client.
Open a questionnaire during a client presentation and answer the questions together. Discuss options, see how selections affect the total, and generate a proposal based on their choices.
From conversation
to a complete proposal.
Choose the questionnaire for the project, work through the questions, and let the answers assemble the proposal. Spend more time helping clients choose — and less time repeating the setup.